Purchases and Sales Made in Q4 2023 in Intuitive Surgical Inc (ISRG)
This table provides information about the institutional ownership of Intuitive Surgical Inc (ISRG) during Q4 2023. The information is specifically focused on institutions that hold shares of INTUITIVE SURGICAL INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2024
Q4 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
613+ 0.89% |
$158K - $207K
|
69.4K
$37.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
610+ 7.68% |
$158K - $206K
|
8.55K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
609+ 89.56% |
$157K - $206K
|
1.29K
$699K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
608New |
$157K - $206K
|
608
$330K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
606+ 5.48% |
$157K - $205K
|
11.7K
$6.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
606New |
$157K - $205K
|
606
$329K
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
605New |
$156K - $205K
|
605
$328K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
604New |
$156K - $204K
|
604
$327K
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
603New |
$156K - $204K
|
603
$327K
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
600New |
$155K - $203K
|
600
$325K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
600New |
$155K - $203K
|
600
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
600New |
$155K - $203K
|
600
$325K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
600New |
$155K - $203K
|
600
$325K
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
599New |
$155K - $203K
|
599
$325K
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
593New |
$153K - $201K
|
593
$321K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
592+ 6.96% |
$153K - $200K
|
9.1K
$4.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
590+ 3.36% |
$153K - $200K
|
18.2K
$9.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
589+ 1.45% |
$152K - $199K
|
41.3K
$22.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
589+ 0.98% |
$152K - $199K
|
60.8K
$32.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
580+ 1.73% |
$150K - $196K
|
34.1K
$18.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
579+ 7.84% |
$150K - $196K
|
7.96K
$4.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
570+ 5.14% |
$147K - $193K
|
11.7K
$6.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
570+ 66.9% |
$147K - $193K
|
1.42K
$771K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
565+ 17.73% |
$146K - $191K
|
3.75K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
565+ 24.45% |
$146K - $191K
|
2.88K
$1.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
558+ 1.17% |
$144K - $189K
|
48.3K
$26.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
534+ 36.65% |
$138K - $181K
|
1.99K
$1.08M
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
531New |
$137K - $180K
|
531
$288K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
530+ 4.11% |
$137K - $179K
|
13.4K
$7.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
517+ 9.57% |
$134K - $175K
|
5.92K
$3.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
510New |
$132K - $173K
|
510
$276K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
506+ 4.14% |
$131K - $171K
|
12.7K
$6.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
505+ 4.73% |
$131K - $171K
|
11.2K
$6.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
502+ 8.33% |
$130K - $170K
|
6.53K
$3.54M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
501+ 34.55% |
$130K - $170K
|
1.95K
$1.06M
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
500New |
$129K - $169K
|
500
$271K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
497+ 48.77% |
$128K - $168K
|
1.52K
$822K
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
496+ 0.91% |
$128K - $168K
|
55.1K
$29.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
495+ 6.78% |
$128K - $168K
|
7.8K
$4.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
495+ 22.83% |
$128K - $168K
|
2.66K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
493+ 6.85% |
$127K - $167K
|
7.69K
$4.17M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
492+ 5.83% |
$127K - $166K
|
8.93K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
485+ 7.16% |
$125K - $164K
|
7.26K
$3.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
474+ 54.67% |
$123K - $160K
|
1.34K
$727K
|
|
|
Feb 09, 2024
Q4 2023
|
Ns Partners LTD
|
BUY
|
- |
473+ 0.67% |
$122K - $160K
|
71K
$38.5M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
470+ 17.72% |
$121K - $159K
|
3.12K
$1.69M
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
470+ 84.68% |
$121K - $159K
|
1.03K
$556K
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
460+ 5.92% |
$119K - $156K
|
8.23K
$4.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
456+ 29.38% |
$118K - $154K
|
2.01K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
448+ 7.17% |
$116K - $152K
|
6.69K
$3.63M
|